401(k) · DOL Form 5500 · 2023

ORION 401(k) Plan

Data updated 2026-08-11

$68M
Total assets
760
Participants
88th
Percentile by assets
$89,826
Avg per participant
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Official DOL plan name: Orion 401(k) Retirement Plan · Sponsored by ORION · Texas · Construction

$68M in assets, 760 participants

ORION's Orion 401(k) Retirement Plan reported $68M in total assets and 760 participants in its 2023 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 88th percentile by assets (of 127,072 plans)
  • #7,793 in Construction (9,030 peers)

Where Orion 401(k) Retirement Plan sits by assets

Orion 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $68M for 760 participants (~$89,826/participant), up 17.4% in 2023.

$68M
total plan assets (2023 EOY)
760
covered participants
88th
percentile by assets (of 127,072 plans)
$89,826
avg assets per participant

Where Orion 401(k) Retirement Plan sits by total assets

Orion 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$68,267,386 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Orion 401(k) Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Orion 401(k) Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Orion 401(k) Retirement Plan reported participants rose from 724 in the plan year 2022 filing to 760 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Construction

Orion 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Orion 401(k) Retirement Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN710945404
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ORION)

$50M$60M$70M$80M$90M 202220232024 $58.1M $82.8M ▲ +42.5%
Total plan assets by year, all ORION plans on file
Year Plans Participants Total Assets
2022 1 724 $58M
2023 1 760 $68M
2024 1 723 $83M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Orion 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Orion 401(k) Retirem…, Total assets ($B): 0.068267386 · Participants: 760Orion 401(k) Retirem…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Orion 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Orion 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Orion 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Orion 401(k) Retirement Plan assets move in 2023? ▼
Orion 401(k) Retirement Plan grew sharply - up 17.4% during 2023, from $58M to $68M. Reported net income was $10M.
How have ORION plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ORION's sponsor-wide assets grew 42.5%, from $58M to $83M.
Where does Orion 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Orion 401(k) Retirement Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Orion 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement and Savings Plan for Employees of Plastics Engineering Company in WI ($68M, 230 participants).

Next read for Orion 401(k) Retirement Plan

Scale reading

Ways to act on Orion 401(k) Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710945404.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.